Robert David Albert

Current Employers

Employment History

• 06/2015 → 07/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2016 → 07/2023
  Northwestern Mutual Investment Services Llc
  Germantown, WI
• 05/2017 → 07/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2018 → 02/2023
  J & G Properties Llc, Infinity Properties Llc
  Dousman, WI
• 07/2023 → Present
  Principal Securities Inc
  Wauwatosa, WI
• 07/2023 → Present
  Clear View Wealth Management
  Wauwatosa, WI

Other Businesses

ALBERT CAPITAL LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 2644 N 91st St, Wauwatosa WI 53226, United States DESCRIPTION: My Wife and I have Ownership of this LLC ALBERT CAPITAL LLC POSITION: Rental Property NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2021 ADDRESS: 2644 N 91st St, Wauwatosa WI 53226, United States DESCRIPTION: Managing and owning 4-unit Rental Property FIXED INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2023 ADDRESS: 10361 W Innovation Dr STE 300, Wauwatosa WI 53226, United States DESCRIPTION: Sales of fixed products to include: Fixed Life, Fixed Annuity, Disability, Medical, Health, Long-term Care, Group Benefits.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-03
• S63 Uniform Securities Agent State Law Examination
  2016-08-31

Other Names

• Rob Albert
• Robert D Albert